I am the executor for the estate of my father alongside my 2 siblings. The beneficiaries are the same 3 of us siblings, plus a lady, let's call her Sue.
My father and Sue were good friends with a solicitor who we are now using for probate. Most of the legwork we are doing ourselves, informing banks, collating valuations etc. The solicitor has been quite persistent in asking for updates and information on all accounts, holdings, contact details etc. My concern is that this solicitor may share information with Sue as we do the work. We don't want that because it makes the job harder for us, especially as some valuations are for illiquid assets and take expert opinions from valuers. We are very careful to do our job diligently and properly, but I suspect she is worried we won't.
The concern was triggered last week when Sue queried some specific and very precise handwritten amendments my father had made to the will in his past days. She could only have known about those from the solicitor (by my understanding he should not be sharing the will with her).
Is there a conflict here in us using a solicitor that is a close friend of a beneficiary? Should we use someone else or are we worrying over nothing.
Thanks.
p.s. I know this is a Tax forum and this question isn't directly about that, but it's such a useful group of people so I thought I'd ask
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